Dave T.
Senior Portfolio Manager @Optimize Financial Group
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WORK HISTORY
Senior Portfolio Manager @Optimize Financial Group
Toronto, ON, CA
Bringing extensive experience as a Portfolio Manager, along with a robust background in comprehensive suitability analyses, I specialize in delivering bespoke investment recommendations tailored to individual client needs. My expertise extends to providing detailed and personalized Financial Planning, encompassing retirement and income planning strategies, as well as tax optimization, Will, and estate planning considerations. Adept at ensuring adherence to regulatory standards and fostering enduring client relationships, I possess a proven track record of providing sound financial guidance and cultivating long-term partnerships with clients.
EDUCATION
Western University
Bachelor of Management and Organizational Studies (BMOS)
ABOUT DAVE T.
Providing clients with a multi-family office approach to wealth management using a pension style investment strategy.Investment Management | Financial Planning | Tax Preparation | Wills & Estates | Lending | Insurance2 x Ironman, 4 x Half Ironman
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